Investment Manager, Charities

Mason Blake; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A boutique asset manager in Greater London is seeking an Investment Manager for its charities and not-for-profit division. The role involves defining and implementing investment strategies, collaborating closely with Portfolio Managers, and enhancing client relationships. Ideal candidates have 3-5 years of asset management experience, a strong understanding of equity and fixed income, and are degree-educated. Applications are welcomed regardless of background, fostering an inclusive environment.

Qualifications

• 3-5 years experience in asset management, either in an investment or technical client-facing role.
• In-depth understanding of equity and fixed income assets.
• Working towards or completed professional qualifications.

Responsibilities

• Define and implement investment strategy for a variety of clients.
• Work closely with Portfolio Managers and Analysts to contribute to investment decisions.
• Attend client meetings to discuss investment strategy and portfolio activity.

Skills

Interpersonal skills

Teamwork

Investment strategy implementation

Client relationship management

Education

Degree in relevant field

Job description

Our client, a boutique asset manager is looking to hire an Investment Manager in the charities and not-for-profit division.

Key responsibilities

• Define and implement investment strategy for a variety of clients
• Work closely with Portfolio Managers and Analysts and contribute to investment decision making process for client portfolios
• Attend client meetings to discuss investment strategy, strategic themes and portfolio activity
• Participate in pitches with prospective clients and consultants
• Key point of contact for client queries
• Coordinate preparation of client pitch documents, RFPs, client meeting packs

Candidate Profile

• 3-5 years experience in asset management, either in an investment or technical client-facing role
• In-depth understanding of equity and fixed income assets
• Degree educated
• Working towards or completed professional qualifications
• Excellent interpersonal skills; ability to build rapport quickly and attentive listener
• Ability to work effectively within a team environment

Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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